Navigating the Home Screen

Take a tour of the FreshPlan Home Screen to find everything you need to get started.

  1. Plan – click to create a financial plan
  2. Calculate – click to open a calculator
  3. Educate – click to open an infographic
  4. Clients – click to open or create a client file
  5. Reports – click to create a report
  6. Favourites – click to open your favourites screen
  7. Username – your name
  8. My Account – click to update your information and print/PDF settings
  9. Client – the name of the client file you are currently working on
  10. What’s New – highlights new features and content that have recently been added

FreshPlan Home Screen